HomeMy WebLinkAboutMinutes - 20031111APPROVED 02!1912004 MINUTES
ORANGE COUNTY BOARD OF COMMISSIONERS
WORK SESSION
November 11, 2003
7:30 p.m.
The Orange County Board of Commissioners met for a Work Session on Tuesday,
November 11, 2003 at 7:30 p.m. at the Southern Human Services Center in Chapel Hill, North
Carolina.
COUNTY COMMISSIONERS PRESENT: Chair Margaret W. Brown, Moses Carey, Jr.,
Alice Gordon, Stephen Halkiotis and Barry Jacobs
COUNTY COMMISSIONERS ABSENT:
COUNTY ATTORNEYS PRESENT: Geoffrey Gledhill
COUNTY STAFF PRESENT: County Manager John M. Link, Jr., and Assistant Managers
Rod Visser and Clerk to the Board Donna S. Baker (All other staff members will be identified
appropriately below)
NOTE: ALL DOCUMENTS REFERRED TO IN THESE MINUTES ARE IN THE
PERMANENT AGENDA FILE IN THE CLERK'S OFFICE.
1. Potential Impacts Resulting from a Possible Merger of the Orange County Schools
and Chapel Hill-Carrboro City Schools
Chair Brown said that the Board of County Commissioners normally does not videotape work
sessions, but the Board thought it was appropriate given the subject matter. She also told the
audience that there is no public comment at work sessions. The next public hearing on the
subject of merger is December 4t". She said that this was the first opportunity that the Board
has had to discuss the issue of merger since the information was received and the public
hearings were held.
Chair Brown asked for a moment of silence in honor of Veteran's Day.
Chair Brown reviewed the handouts at each Commissioner's place and said that the yellow
sheet is information on an upcoming Strategic Housing Session on November 20t" at the
Southern Human Services Center. There were also copies of verbatim minutes from the
October 16t" and 23rd public hearings.
John Link said that the staff has given the Commissioners a second version of attachments that
are in their packets with the additions of attachments 27 and 28.
Rod Visser said that attachment 27 is information received from the Orange County Schools in
response to a question brought up at the County Commissioners' meeting about non-classroom
administrative personnel. It also includes information about network computers. Attachment 28
was in response to another request from the County Commissioners regarding dropout rates,
number of students who took the SAT, etc. This is a side-by-side comparison of the two
districts.
Chair Brown said that there were 4 proposals tonight-Chair Brown, Commissioner Carey,
Commissioner Jacobs, and Commissioner Gordon.
Commissioner Gordon said that her proposal is to make progress toward funding equity. She
wanted to take into account what she heard at the public hearings and from the Orange County
Schools, which would receive additional funding from her proposal. She proposes three steps
toward funding equity as follows:
STEPS TOWARD FUNDING EQUITY
The commissioners should take the following steps to achieve funding equity between the two
school districts. (The date to take the step is given in parentheses.)
I. Decide to call an election to determine whether voters wish to implement a countywide
supplemental tax (ad valorem taxi for education. Instruct staff to bring back a report in January
2004 concerning the recommended process for this vote. The process should include the
elements listed below. (NavembertDecember 2003}
A. After receiving the staff report, the commissioners will decide the maximum
rate at which the tax can be levied.
B. The vote on the tax will take place during the 2004 primary election {usually held on the
first Tuesday in May).
C. The proceeds of the tax will be used to "operate schools of a higher standard."
D. Upon a favorable vote in May, the tax will take effect on July 1, 2004*.
II. If the countywide supplemental tax is approved by the voters, the commissioners will
include the following items in the county budget for FY 2004-2005.* (May/June 2004}
A. Set the countywide supplemental tax rate as appropriate to address demonstrated
unmet needs far the schools. It is recommended that the rate be set at 4 cents per
$100 of valuation. This will increase funding to the Orange County Schools by
approximately $1.5 million, which is about one-half of the amount that was not funded in
the FY 2003-2004 budget.
B. Adjust the city district tax rate downward to compensate for the increase in the
countywide tax rate. This adjustment will be made so that the Chapel Hill- Carrboro
Schools will not only be "held harmless" in the narrow sense, but also so that the total
funding to the district will increase as appropriate to address demonstrated unmet
needs.
III. The commissioners will formulate funding guidelines and priorities for the countywide
supplemental tax. For example, the tax could be used for funding equity, to promote
collaboration, and for other purposes to allow the schools to operate at a higher standard. The
commissioners will also define equity and identify their intentions concerning the total tax
increase that will be necessary to achieve fundina eauity between the two school districts and
the time period for that increase. (Spring 2004)
STEPS TOWARD COLLABORATION
I. The two schools districts, in partnership with the commissioners, will aaree to work with a
facilitator to identify concrete steps for collaboration. They will agree on the funding, the
facilitator, and other aspects of the collaboration study. (By February 2004}
II. The collaboration study will produce an interim report by May 2004, in time to initiate some
meaninoful collaboration during the 2004-2005 school year if at all possible. The final report will
recommend significant collaboration that will take place during the 2005-2006 school year and
beyond.
Proposed by Alice Gordon for the November 11, 2003 Baard of County Commissioners Work
Session,
*If action cannot be taken by this date, the tax will be implemented as soon as legally possible.
Commissioner Carey said that the most significant element of his proposal is to design a
process so that this Board and the citizens of Orange County are not back debating the issue of
equitable funding 10-20 years from now. It is also designed to help put this Board and the
County in a position to achieve some savings on capital projects such as school construction.
He recognizes that the school system advocates are great advocates for the interests of
children in schools and that is what they are designed to do. However, the Board of County
Commissioners must be advocates for everyone, including those households that do not have
children in schools.
PROPOSAL FOR INSURING THAT EVERY SCHOOL AGE
CHILD IN ORANGE COUNTY HAS AN EQUAL
OPPORTUNITY TO REACH HISIHER FULL EDUCATIONAL POTENTIAL
February 12, 2004 meeting: Consider and act an a decision of whether the
school systems should be merged
II. If the Baard decides to merge the school systems, we should decide an February
12, 2004 to set the Effective Date of Merger for July 1, 2006 or July 1, 2008
III. If the Board decides to merge the school systems, we should decide on
February 12, 2004 to appoint a Citizens Merger Advisory Task Force to work
for not more than twelve months {12) after appointment to develop and
recommend a Proposed Merger Plan to the BOCC for approval. The BOCC
approved plan would be submitted to the State Department of Education in not
mare than five months (5) after submission to the BOCC by the Citizens Task
Force. The board should also decide at this meeting to employ a consultant to
work with county staff and the Task Force to develop a plan that is consistent
with state board of education policies. The task farce members and the
consultant will be appointed within 90 days of the February 12, 2004 meeting.
IV. Decide at the February 12, 2004 meeting that one part of the Proposed
Merger Plan will include a provision that no student in either system will be
involuntarily transferred from the school helshe attends on the effective
date of merger within the first three years after the effective date of merger
except far those transfers necessary for occupancy of the new high school in
southern Orange County and the new middle school in central Orange County.
V. Decide at the February 12, 2004 meeting that the BOCC will begin with the
2004105 Orange County budget to phase out the city school district tax over
a three (3] year or five [5) year period {period to correspond with the date
selected far the Effective Date of Merger) and increase the general properly tax
proportionately to fund schools.
VI. Decide at the February 12, 2004 meeting to ask each school board whether they
would participate in the development of a proposed merger plan if asked to do
so.
Commissioner Jacobs said that his proposal is a collaborative effort and he and Chair Brown
had worked on this together. He wanted to acknowledge the thoughtful, heartfelt, and insightful
comments from the public. He thinks it is clear that the Board listened and was affected by all
comments and ideas. He said that one major difference in his proposal from Commissioner
Corey's proposal is that he still believes that we are in the process of articulating the problem
that needs to be solved and analyzing the alternatives to solve the problems. It is also clear
that same actions are called for in the short term. His proposal has three parts.
A PROPOSAL TO IMPROVE EDUCATIONAL OPPORTUNITY IN ORANGE COUNTY
TASK FORCE:
Create a Commissioners' Educational Excellence task force to provide a
thorough, unbiased review of the Orange County and Chapel Hill-Carrboro
City school districts. Analyze the resources and programs available;
address concerns regarding funding disparities, cooperation, and other
matters identified by the Board of County Commissioners; and determine to
what extent changes are necessary to assure that each student in Orange
County has an equal opportunity to achieve a quality education. Charge the
group with returning a report to the Board of County Commissioners by the
end of the 2003-2004 fiscal year, if possible.
ACTION BY THE BOARD OF COUNTY COMMISSIONERS:
--Hire a consultant to report to the BOCC who would examine the operations
of each school system from an efficiency and business standpoint, with the
object of improving education, reducing costs, and identifying areas of
potential collaboration such as purchasing.
-- Consider for adoption as part of the 10-year Capital Investment Plan a
resolution stipulating that capital funds will be allocated to build a
single proposed central office shared by both school systems.
--Have county staff analyze for possible adoption by voters a countywide
supplemental school tax that would be dedicated to school needs, scaled to
reduce the CHCCS district tax as appropriate, and that would serve to unify
support for education in Orange County.
COLLABORATION:
Charge the Chapel Hill Carrboro City and Orange County school boards to
return to the Board of County Commissioners by June 1, 2004 with an
analysis and plan of action to implement collaboration in the following areas:
--A joint effort to coordinate the implementation of a middle college
program, preferably in concert with Durham Technical College.
--A single alternative school program for students in both districts.
--A plan to allow students in each district to readily access courses and
programs not available in their district but offered in the county's other
school system.
-- A plan to institute regular meetings between the superintendents and
their respective staffs to examine areas of mutual educational interest and
potential cooperation, including an annual report to the public on their
progress at working together.
--A joint early-childhood program.
--An effort to expose parents in the CHCCS system to the features of the
OCS year-round schools at Hillsborough Elementary and Stanback Middle School.
--A strategy for promoting contacts between children in the respective
school systems on an ongoing basis beyond athletics {pen pals, joint
projects, etc.).
Commissioner Jacobs said that part of this process has been educational and this proposal is to
make some tangible, immediate steps and to do things that are within the Board's and the two
school boards' control.
Chair Brown said that her concern is education far our children and that this County is
committed to making both systems great. She found the public hearings to be exceptional. She
said that the County Commissioners have deliberated on this proposal very prudently and
slowly and were considering how it will affect the education that is provided in both school
systems. The County Commissioners know that these school programs that all people in
Orange County pay for are not accessed by all of the children of Orange County; and what may
be available in one system, may not be available in another. She wants to focus on
understanding what our school systems have and how all children in the County can use these
programs. Her proposal is as follows.
Proposal far consideration by the Orange County Board of Commissioners:
This proposal investigates the equal access of all Orange Co. children to all available
educational opportunities. The Commissioners should establish an Educational Excellence Task
Force by the end of this year 2003.
The Commissioners will ask former UNC systems' President William Friday, if he will chair the
Task Force and ask Madeleine Grumet, former Dean of the UNC School of Education and
currently UNC Professor of Education, to assist President Friday in the formation of this Task
Force.
Mission
The Task Farce's mission would be to provide a review of both Orange County school systems
(Orange County and Chapel Hill/Carrboro). It would investigate the educational resources
available in both school systems, make recommendations for improvement and how these
resources could become equally accessible to all Orange County students. The aim would be to
preserve and enhance the superior quality of education that we now have.
1.. Investigate the educational resources available to students and teachers in both school
systems.
2.. Determine how these resources can be made equally accessible to all students and
teachers in Orange County.
3.. Preserve the sustainable, cost effective spending of public tax monies that our citizens
provide for schools in Orange County.
The analysislreview may include:
1. Assessing the status of educational opportunities provided to all students in both school
systems.
Evaluating the resources in both systems.
Assessing the strengths and weakness of both systems.
Investigating the educational needs of both systems.
5. Analyzing what each system currently does not offer its students and teachers and how
this can be improved.
Conclusions and recommendations of the Task Force should include {but not limited to}:
How each system could collaborate and share resources.
2. What educational resources could and should be shared to achieve equal opportunities
for all children in both systems.
3. Recommendations for increasing the accomplishments of under- achieving students,
enriching programming for all students and preserving and sharing curriculum for academically
advanced students.
4. Most importantly, the Task Force should recommend practical working models that bath
school systems could adopt to ensure collaboration and to achieve the goal of providing equal
accessibility far all children to all the educational resources that Orange County provides
The Commissioners would ask that both school systems would commit themselves to support
the Task Force mission through cooperative and practical means.
The Commissioners would commit to the maximum of $1 a,aaa, funds that may be needed by
the Task Force for its research efforts.
Chair Brown said that none of the County Commissioners have had an opportunity to look at all
of these proposals.
Commissioner Carey said that all of these proposals are designed to achieve some similar
objectives. He made reference to a Countywide district tax and asked if it assumed that all
school funding would come from the Countywide district tax or if some would come from the
general property tax.
Commissioner Gordon said that the Countywide supplemental tax was one of three methods
listed in the September 15th staff report of haw to address funding inequity without merger. The
supplemental tax would be a special separate tax. She does not envision it replacing the other.
This would be a separate tax for which the Board would define the purposes.
Commissioner Jacobs said that he thinks the Countywide supplemental tax is supplemental. He
thinks it is fair to say that because the voters in a district have endorsed a tax it is easier in
budget time, instead of raising property taxes far everyone, then the district tax is raised for
those who have previously endorsed the concept. The advantage of having a Countywide
supplemental school tax would be to get the voters to speak on whether or not they wanted to
make that additional commitment. He said that they have not defined what equity is here. He
hopes that this would come out of a study by professionals who can judge this with an unbiased
view.
Commissioner Carey asked about the State requirement of providing equal per-pupil
allocations. Jahn Link said that whether it is a general Ad Valorem tax or a supplemental tax, if
you are applying it to both systems, it has to be on a per-pupil basis.
Geof Gledhill said that a Countywide supplemental tax would have to be appropriated on a per-
pupil basis the same as a general fund appropriation. The only way to do it different would be if
there were a special district tax for each school district.
Commissioner Jacobs said that, to be clear, that if the Countywide tax went up, the CHCCS
district tax would go down proportionately.
Commissioner Gordon said that she understood that the Countywide supplemental tax would
have to be on a per-pupil basis. She emphasized that she would not necessarily recommend
that when the Countywide tax went up that the CHCCS tax may go down completely. She
would recommend that each time that each of the needs be addressed. She is trying to give the
OCS the money that they asked for but still give CHCCS their historical increases each year.
She said that Orange County is good at funding their school systems. She wants the OCS to
get more money and far the CHCCS to still get their needs met.
Commissioner Halkiotis said that in these four proposals that Commissioner Jacobs,
Commissioner Gordon, and Chair Brown do not mention merger and Commissioner Corey's
proposal has merger all in it. He said that Commissioner Carey has made some suggestions for
deadlines and he is specific. He said that there is commonality in the other three. He made
reference to the Countywide supplemental tax and said that he understood that it would
increase and the district tax would decrease over time to zero. He read an article on the history
of the district tax. He asked if this was a segregated school system at the time the tax was put
into place. He assumed that it was. He said that they should work an issues that they have
common ground on, and the first is the creation of the task force. Ta have someone like Bill
Friday to chair that group attaches a certain amount of prestige, respect, and integrity to the
process to help diffuse a volatile issue. He said that he does not appreciate the vile threats that
some County Commissioners have received when their goal has been to make sure that each
child in Orange County has an equal opportunity for education. He likes the idea of setting up
this task force with Bill Friday and Madeleine Grumet. This task force should not become
another group that will have some severe political bend to it.
Chair Brown said that the University has been trying to use their assets in helping communities
and this task farce would be objective. She thinks the task farce is a good way to develop the
information base that everyone has asked for without involving a lot of potentially conflicting
ideas and feelings.
Commissioner Carey said that the Board should not make any decisions until after all of the
public hearings. This is why he suggested February. He thinks that his proposal would help
them focus on something positive for the future of this County. A decision is going to have to be
made on these issues at some time; whether it will be them or some other Commissioners.
He said that the Countywide tax proposals would go a long way to address issues and would
make merger a moot point, but he was trying to address some issues in funding that are
broader than just equity in funding for the schools. He thinks that as long as there are two
school systems, there will always be competition for the capital dollar that is going to mean
inefficient use of school facilities. This is his personal opinion. He said that the Board of County
Commissioners will have to take some action on the recommendations of the task force. The
task force will not make the tough decisions.
Commissioner Jacobs said that he would propose that the staff put together a recommendation
for the December 9th meeting, which would be after the public hearing. He thinks that the public
has felt a certain anxiety aver a decision being made before they have had an opportunity to
speak or get sufficient information. It would be a courtesy to the public to let them make
comments before the Board takes any kind of action. The Board could also invite the two
school boards to come to the meeting to hear the Board's conversation and to field questions
before making a decision. He said that there is almost nothing mentioned in his proposal that
has not already been discussed. It is not a question of springing something new on people. He
thinks that it is important to take some actions that will have some immediate affect.
Commissioner Gordon said that she thinks that it is important to digest the information, let the
public comment, and then try to make a decision. She does not want to lose sight of the need
to do something in the short term. She believes that we need to do something in the next
budget cycle for the OCS. She emphasized that merger would mean five times the tax rate that
she recommended for the first year of the Countywide supplemental tax. She wants to do
something by July 1, 2004 because even though people were either for or against merger, they
all want to do something far the children of the OCS. It is a large tax increase for the Orange
County School district that she is proposing, but the step has to be taken to reach the needed
funding. She is pushing for the County Commissioners to take a strong step by putting a
supplemental tax to a vote. This would not hurt the CHCCS. She wants to do something
concrete by July 1, 2004.
Commissioner Halkiotis said that all of the County Commissioners want to do something
concrete. He said that he does not want to engage in any more discussions or debates about
meaningless subjects. He made reference to the issue of collaboration when it was brought up
by Commissioner Jacobs a couple of years ago and a former school board member said that it
was merger. Now that merger has been suggested, we can use the word collaboration without
having a sinister plan. He thinks that we need to get beyond this and decide to do something.
He said that he has heard that people do not want merger and he heard a smaller group of
people that wants merger. He said that they need to look at how the school systems are
spending the money they are given right now. He said that he is supportive of a Countywide
supplemental tax, but he is not supportive of giving money out until the two school systems are
analyzed for efficiencies. He would like to see a reward system for people that find ways to
save money for the system. He cautioned that nobody knows what the State is going to da, and
the proposed 4 cents could just get eaten up by the State.
Commissioner Halkiotis said that he thinks Commissioner Jacobs has some validity in asking for
a single central office as part of a ten-year CIP plan. He would take it a step further and ask far
an alternative school. The central office, the alternative school, and the pre-K facility could be
on the same campus. He made reference to the field trip to Greensboro to look at a middle
college. He said that he was disappointed that the Durham Tech people were not enthusiastic
about this facility. He said that a single alternative school is a no-brainer.
Chair Brown said that the point of the goal that was brought up a year ago is so significant
because it really brought action right then. She said that what Commissioner Carey brought
forward is to really da an analysis of the school systems. She thinks this is the time to da an
analysis. She thinks everyone agrees to doing this.
Chair Brown made reference to the supplemental tax and she asked what happens if this vote
does not pass. She thinks there needs to be a back up option. She would not like to put all of
their hopes on a vote. She would also like to do an analysis of how the Countywide supplement
could be used. She asked Geof Gledhill to clarify the per-pupil allocation. Geof Gledhill said
that the boards of education would decide where to spend the supplemental tax money.
Commissioner Carey asked if the Board of County Commissioners could decide to put forth a
public vote on the tax or if they would need concurrence from the school boards. Geof Gledhill
said that the Board of County Commissioners is empowered to call the election.
Commissioner Gordon said that the reason that she wanted to do something concrete is that
she has been persuaded by the public that the $1.5 million would be needed by the OCS. She
felt that one of the reasons why people wanted merger was because they wanted substantial
funding far the OCS. She was trying to figure out haw to get mare funding for the OCS.
Commissioner Gordon said that the major reason to have a central office is for a merged
system. She would rather say that no more capital funds would be used for additional
administrative office space. She proposes that we gather information and then have a public
hearing and go from there.
Commissioner Jacobs asked about the Countywide supplemental tax and if it could be used for
capital projects and Geaf Gledhill said that the ballot could be structured this way.
Commissioner Jacobs made reference to Armistice Day and the fact that the word
"collaboration" signifies something bad. He said that it may be a subliminal message. Maybe
the ward "cooperation" should be used instead. He said that he and Chair Brown talked about
encouraging the Board to articulate what issues the task force should address. One issue
would be whether smaller school systems promote the kind of parental involvement that the
public is saying is so essential to student achievement. Also, because some communities are
re-segregating because of how housing is built, we may be creating new inequities within our
systems. Another issue is the possibility of socioeconomic inequities. He would like to hear
more about how to address this. Also, the whole issue of spending - is it de facto that if you
spend more money there will be better education? He would like some guidance from
professionals about targeted spending.
Commissioner Carey said that he thinks that this proposed task force will be significant and he
cannot argue with asking a group to look at this. But if we go that route then we need to ask the
task farce to include the social justice issue in how we do business with the schools. He said
that the civil rights issue is important to him and he apologizes to the public if they thought he
implied "racism" with the civil rights issue because that is not what he meant. Civil rights issues
ga way beyond race. He would like the group to look at this.
Commissioner Jacobs said that this Board has looked at social justice issues and they are
viewed with a jaundiced eye by the rest of North Carolina. Orange County has taken leadership
in areas where others in the State are hesitant to even tread. He agreed to add the social
justice issue. He wants to be careful how things are labeled.
Commissioner Halkiotis said that it is important to remember that the children an free ar reduced
lunches are on these because there are a lot of poor working parents in the County. He thinks
the County's track record is clear on social justice and the County has done a lot to try and
lower the incidence of poverty. There is still a lot of work to do. He said that unfortunately,
money does become important, especially if you are hungry. A hungry child does not learn very
well.
Chair Brown made reference to Commissioner Corey's proposal of February 12t" as a date for a
vote an merger. She said that this could be put as an agenda item for a vote.
Commissioner Carey said that he only picked this date because he knew there was a work
session scheduled.
Chair Brown suggested that the staff get more information on proposals for a supplemental tax
and delineate what is legal and haw Commissioner Cordon's proposal would work. She does
not understand how the per-pupil amounts would be allocated.
John Link suggested that as they consider the possibility of an educational excellence task
force, that one of the elements they could focus on is how a supplemental tax could add to the
sustainability and stability of funds for education.
Chair Brown said to please lay it out clearly and how these measures would work in the short
term.
John Link asked if the Board wanted this information for the December 9t" meeting ar by a later
date. The Board agreed to have as much information as possible for review by December Stn
Chair Brown reminded everyone that the next public hearing is on December 4tn
A motion was made by Commissioner Carey, seconded by Commissioner Halkiotis to adjourn
the meeting at 9:20 p.m.
VOTE: UNANIMOUS
Margaret W. Brown, Chair
Donna S. Baker
Clerk to the Board